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Gold Vs Nifty
Author: Raoji
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2020 Small and Mid Cap rally
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Linkfest: 06 January, 2020
Some stuff I am reading today morning:
Gulf stocks plunge on war threat (Zero Hedge)
Full Statement of Cyrus Mistry (MC)
Indian Retail Investors are Cheapos (Nooresh Merani)
Stock Analysis: National Peroxide (Dr Vijay Malik)
The Pathetic Case of Jiyo Eco Products (Lalit Investor)
A ‘toxic’ culture at Oyo (ET)
Time Diversity in VC Portfolios (Haystack)
The Art of NOT Selling (Akre Capital)
Working Paper on Complexity Investing (Brad Slingerlend)
The true story of China’s biggest bank robbery (Medium)
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Book Review: Principles for Success
The Book ‘ Principles for Success’ is written by Ray Dalio, the Billionaire Founder of Bridgewater Associates.
The author wrote this book for his grand children. Hence the book is a simple 15 minute read with pictures so that kids of all ages can understand easily.
The point that Ray tries to make in the Book is that every person should have principles to help navigate the ups and downs of life.
His own principles are ‘Think for yourself while being radically open minded’ , ‘Know what is true’ etc
I would recommend this book to kids.
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Not HDFC Bank (AI)
Bet you didn’t know this about Munger (AI)
Sinking Smallcaps (AI)
How Bajaj Finance’s Zero Interest EMIs work (Deepak Shenoy)
Indian Economy: Stage is being set for robust growth (Vikas Agarwal)
Softbank’s India Portfolio (AI)
Adani’s Defence Empire (AI)
2020’s multi baggers will come from these sectors (ET)
Interesting Smallcaps/Microcaps (Nooresh Merani)
Who are the true owners of TFCI? (Vaibhav Badjatya)